Quick reading $145,000 of annual spending withdrawn tax-free accumulates $32,300 401(k) plus $90,000 brokerage earnings within the 0% LTCG range plus $22,700 Roth. Defer Social Security until age 70 to protect standard deduction space and avoid inclusion of 85% of benefits; Check the IRMAA threshold of $218,000 in January annually. Are you ahead or behind…
“All this is for my son.” (The subject of the photo is a model). – Getty Images/iStockphoto I am 80 years old and I need to get my financial affairs in order. I have $650,000 in investments, $250,000 in life insurance, and about $150,000 in equity in my home, plus good long-term care insurance. All…
CEO Michael Saylor doubled down on Bitcoin (BTC) earlier this week, announcing via social media that his company Strategy (MSTR), formerly known as MicroStrategy, purchased an additional 1,142 BTC for approximately $90 million at an average price of $78,815 per coin. The acquisition brings the company’s total Bitcoin holdings to 714,644 BTC, accrued at a…
